GWIM Senior Operations Representative - MLSN Cash Management Account Services

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Job description

Job Description:

Job Description

Cash Management Account (CMA) Services is responsible for handling tutorial based phone inquiries from Client Associates, Financial Advisors, Branch Office Management and other internal partners via the Merrill Lynch Service Network. The CMA Services representative handle inquiries related to the CMA Products and Services which includes: CMA Checks and Funds Transfer Service (FTS), Fed Fund Brokerage Wires, Check Deposits and CMA Fees. In addition to providing service to the branch on tutorial inquiries, CMA also provide dedicated service to the more complex and sensitive issues via Priority One. Daily responsibilities will consist of adhering to phone schedules, providing point of call resolution and assisting with and providing follow up on more complex inquiries. CMA Services (MLSN) is a dual site line of business located in Jacksonville, FL and Chandler AZ. Support is offered Monday through Friday from 8:30 am - 6:30 pm (EST).

Key responsibilities:

• Provides subject knowledge expertise to branch offices on CMA products and services
• Provide point of call resolution
• Adhere to scheduled timeframes
• Assist with and provide follow-up on complex inquiries
• Liaison with multiple departments for client centric solutions
• Participate in ad-hoc projects and specialty needs
• Meet and maintain required metrics

Required Skills:

• Customer Service/Financial Industry experience
• Communicate effectively including excellent listening skills and professional phone/email etiquette
• Ability to manage inbound calls from internal clients as a part of the problem resolution process
• Capable of multitasking and working efficiently in a high productivity/call volume environment
• Proficient PC skills including Microsoft Office applications
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Proven history of effective ownership and accuracy
• Demonstrate a "self-starter" behavior and a willingness to help others
• Is Flexible and adapts easily to change
• Maintain current knowledge of Bank of America Merrill Lynch products, policies, and services while keeping abreast of regulations and mitigating risk
• Exhibit professionalism in all situations

Initially you may be required to work from home and/or remotely in this role:

• Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
• Sufficient room to set up a laptop, monitor, keyboard and mouse
• Comfortable space to work for a full shift
• Quiet, private and SECURE space in which to work

Job Band:

H7

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8 hour shift between 8:30am - 6:30pm

Referral Bonus Amount:

0

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Job Description:

Job Description

Cash Management Account (CMA) Services is responsible for handling tutorial based phone inquiries from Client Associates, Financial Advisors, Branch Office Management and other internal partners via the Merrill Lynch Service Network. The CMA Services representative handle inquiries related to the CMA Products and Services which includes: CMA Checks and Funds Transfer Service (FTS), Fed Fund Brokerage Wires, Check Deposits and CMA Fees. In addition to providing service to the branch on tutorial inquiries, CMA also provide dedicated service to the more complex and sensitive issues via Priority One. Daily responsibilities will consist of adhering to phone schedules, providing point of call resolution and assisting with and providing follow up on more complex inquiries. CMA Services (MLSN) is a dual site line of business located in Jacksonville, FL and Chandler AZ. Support is offered Monday through Friday from 8:30 am - 6:30 pm (EST).

Key responsibilities:

• Provides subject knowledge expertise to branch offices on CMA products and services
• Provide point of call resolution
• Adhere to scheduled timeframes
• Assist with and provide follow-up on complex inquiries
• Liaison with multiple departments for client centric solutions
• Participate in ad-hoc projects and specialty needs
• Meet and maintain required metrics

Required Skills:

• Customer Service/Financial Industry experience
• Communicate effectively including excellent listening skills and professional phone/email etiquette
• Ability to manage inbound calls from internal clients as a part of the problem resolution process
• Capable of multitasking and working efficiently in a high productivity/call volume environment
• Proficient PC skills including Microsoft Office applications
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Proven history of effective ownership and accuracy
• Demonstrate a "self-starter" behavior and a willingness to help others
• Is Flexible and adapts easily to change
• Maintain current knowledge of Bank of America Merrill Lynch products, policies, and services while keeping abreast of regulations and mitigating risk
• Exhibit professionalism in all situations

Initially you may be required to work from home and/or remotely in this role:

• Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
• Sufficient room to set up a laptop, monitor, keyboard and mouse
• Comfortable space to work for a full shift
• Quiet, private and SECURE space in which to work

Job Band:

H7

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8 hour shift between 8:30am - 6:30pm

Referral Bonus Amount:

0

Job Description: Job Description

Cash Management Account (CMA) Services is responsible for handling tutorial based phone inquiries from Client Associates, Financial Advisors, Branch Office Management and other internal partners via the Merrill Lynch Service Network. The CMA Services representative handle inquiries related to the CMA Products and Services which includes: CMA Checks and Funds Transfer Service (FTS), Fed Fund Brokerage Wires, Check Deposits and CMA Fees. In addition to providing service to the branch on tutorial inquiries, CMA also provide dedicated service to the more complex and sensitive issues via Priority One. Daily responsibilities will consist of adhering to phone schedules, providing point of call resolution and assisting with and providing follow up on more complex inquiries. CMA Services (MLSN) is a dual site line of business located in Jacksonville, FL and Chandler AZ. Support is offered Monday through Friday from 8:30 am - 6:30 pm (EST).

Key responsibilities:

• Provides subject knowledge expertise to branch offices on CMA products and services
• Provide point of call resolution
• Adhere to scheduled timeframes
• Assist with and provide follow-up on complex inquiries
• Liaison with multiple departments for client centric solutions
• Participate in ad-hoc projects and specialty needs
• Meet and maintain required metrics

Required Skills:

• Customer Service/Financial Industry experience
• Communicate effectively including excellent listening skills and professional phone/email etiquette
• Ability to manage inbound calls from internal clients as a part of the problem resolution process
• Capable of multitasking and working efficiently in a high productivity/call volume environment
• Proficient PC skills including Microsoft Office applications
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Proven history of effective ownership and accuracy
• Demonstrate a "self-starter" behavior and a willingness to help others
• Is Flexible and adapts easily to change
• Maintain current knowledge of Bank of America Merrill Lynch products, policies, and services while keeping abreast of regulations and mitigating risk
• Exhibit professionalism in all situations

Initially you may be required to work from home and/or remotely in this role:

• Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
• Sufficient room to set up a laptop, monitor, keyboard and mouse
• Comfortable space to work for a full shift
• Quiet, private and SECURE space in which to work

Shift:

1st shift (United States of America)

Hours Per Week:

40